Developed Markets Equities (VEA)
VS
Bill Schultheis Coffeehouse Portfolio


Total Return by Period

Updated: Nov 17, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Bill Schultheis Coffeehouse Portfolio-0.72%-1.22%-1.69%0.99%4.74%20.30%17.61%49.22%
Developed Markets Equities (VEA)-1.29%-1.34%-1.16%3.05%23.46%43.61%35.72%59.58%

Total Return by Year

Name2024202320222021202020192018201720162015
Bill Schultheis Coffeehouse Portfolio7.54%11.47%-13.77%13.61%9.24%18.67%-4.93%10.75%9.50%-0.66%
Developed Markets Equities (VEA)3.15%17.85%-15.35%11.62%9.55%22.54%-14.70%26.36%2.66%-0.35%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Bill Schultheis Coffeehouse Portfolio49.22%4.65%4.10%-32.77%0.150.180.140.08
Developed Markets Equities (VEA)59.58%6.22%4.80%-50.36%0.180.230.120.12

Total Return

No Taxes, No Rebalancing.

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